Client Marketing

HWCP will provide a highly customized prospecting and client retention marketing service to a select number of its financial advisor relationships. The Founder/Managing Member of HWCP will make himself available to help strengthen the local marketing efforts of HWCP business partners by participating in client/prospect conference calls, in person one-on-one meetings, and/or investment seminars anywhere in the HWCP national footprint. All marketing efforts are designed to help HWCP business partners grow their client rosters and to more fully develop a high level presence within their respective communities, with a particular focus on the local and/or regional centers of influence (COI).

Due to the highly personalized and time intensive nature of this consulting-oriented marketing service, HWCP will limit its Client Marketing program to no more than 20 advisor clients (this total does NOT include clients in the HWCP asset allocation modeling, manager search, or sub-advised investment management programs).